Tiffany Allison
Colonial Beach
Summary
Dynamic Universal Banker at Truist Bank with expertise in cash handling and customer needs assessment. Proven track record in enhancing client relationships and achieving sales goals through effective financial advising. Skilled in banking software navigation and risk management, fostering trust and loyalty while ensuring compliance with regulations.
Overview
8
8
years of professional experience
1
1
Certification
Work History
Universal Banker
Truist Bank
03.2025 - Current
- Educated customers on digital banking tools, enhancing user experience and engagement.
- Assisted clients in selecting appropriate financial products and services to meet their needs.
- Processed customer transactions efficiently using banking software and systems.
- Maintained compliance with regulatory requirements during all banking operations.
- Developed strong relationships with clients, fostering trust and loyalty through personalized service.
- Opened checking, savings, money market and certificates of deposit accounts and ordered checks, debit cards and furnished online banking details to facilitate new transactions.
- Cashed checks, accepted deposits and withdrawals within assigned limits and calculated daily transactions using computers, calculators or adding machines.
- Supported branch operations, ensuring compliance with all federal and state regulations as well as bank policies.
- Identified customer financial needs through in-person efforts, cold calls, referrals, and marketing while providing strong product knowledge and quality service.
- Managed escalated phone calls by applying conflict resolutions skills and extensive knowledge of bank policies, products, and services.
- Educated customers on various banking products and services, empowering them to make informed financial decisions aligned with their personal goals.
- Completed highly accurate, high-volume money counts via both manual and machine-driven approaches.
- Displayed knowledge and proficiency in explaining, selling and administering products and referred customers to appropriate resources for enhanced services.
- Assisted branch manager in meeting sales targets by executing various marketing strategies and initiatives.
- Managed risk effectively by adhering to established security protocols and diligently monitoring suspicious activities or transactions.
- Balanced teller drawers and ATM cash.
- Counted, verified and handled bank deposits and armored car transactions.
Customer Service Representative
Twfg Services
09.2021 - 03.2024
- Assisted customers with inquiries, ensuring timely and accurate information delivery.
- Resolved customer complaints efficiently, enhancing overall satisfaction and loyalty.
- Collaborated with team members to streamline support processes, improving response times.
- Ran quotes for new/existing clients in regards to homeowners, automobile, flood, recreational vehicles, & commercial product needs.
- Licensed for 4 years as Property/Casualty insurance agent.
Department Manager
Walmart
01.2018 - 09.2021
- Assisted in coordinating daily operational tasks and team schedules.
- Developed familiarity with inventory management systems and procedures.
- Supported training initiatives for new team members on safety protocols.
- Engaged in problem-solving discussions to improve workflow efficiency.
- Maintained cleanliness and organization within work areas to enhance productivity.
- Contributed to team meetings by sharing insights on process improvements.
- Learned effective communication strategies for cross-department collaboration.
- Adapted quickly to changing priorities and tasks in a fast-paced environment.
- Improved customer satisfaction rates through attentive service, prompt issue resolution, and continuous process improvements.
- Maintained a professional work environment by addressing conflicts proactively and fostering open communication among staff members.
- Evaluated employee performance fairly and accurately, rewarding hard work while addressing areas needing improvement.
Education
High School Diploma -
Colonial Beach High School
Colonial Beach, VASkills
- Branch operations
- Cash handling proficiency
- Electronic funds transfer
- Customer needs assessment
- Wire transfers
- Financial advising
- Banking software navigation
- Insurance products
- Risk management
- Customer service
- Teller experience
- Team collaboration
- Cross-selling expertise
- Meeting sales goals
- Know your customer
- Loss prevention
- Relationship building
- Financial advice
- Due diligence
- Audit procedures
- Follow-up skills
- Currency exchanges
- Self-motivated nature
- Recordkeeping requirements
- Documentation skills
- Night and safe deposit procedures
- Telephone transfers
Certification
Licensed Property & Casualty Agent in Virginia
Timeline
Universal Banker
Truist Bank
03.2025 - Current
Customer Service Representative
Twfg Services
09.2021 - 03.2024
Department Manager
Walmart
01.2018 - 09.2021
High School Diploma -
Colonial Beach High School